AMP 在比特幣市場上邁出重大一步，成為第一個尋求比特幣投資的退休基金

在一項重大公告中，澳洲退休基金 AMP 宣布投資 2,700 萬美元比特幣，從而在該資產類別中邁出了重大一步。

Australia’s retirement fund, AMP, has announced an investment of $27 million in Bitcoin, making it the first major superannuation fund to seek exposure to the asset class.

澳洲退休基金 AMP 宣布向比特幣投資 2,700 萬美元，使其成為第一家尋求投資該資產類別的主要退休基金。

As several large funds from the $4 trillion retirement savings industry have decided to give it a pass considering BTC’s volatility, AMP’s move is significant.

由於考慮到 BTC 的波動性，來自 4 兆美元退休儲蓄行業的幾家大型基金已決定對其放行，因此 AMP 的舉動意義重大。

However, customers with assets in the fund’s balanced and growth investment options are most likely to have exposure to Bitcoin, according to AMP Chief Investment Officer Anna Shelly.

然而，AMP 首席投資長 Anna Shelly 表示，擁有該基金平衡型和成長型投資選擇資產的客戶最有可能接觸比特幣。

Shelly justified the investment by stating that $27 million was just 0.05% of its $57 billion in assets under management.

Shelly 為這項投資辯護，稱 2,700 萬美元僅佔其管理的 570 億美元資產的 0.05%。

Earlier in May, AMP purchased Bitcoins when BTC was trading in the $60,000-$70,000 range. According to Shelley, the investment was part of a diversification strategy that supported Bitcoin due to its “momentum and sentiment.”

5 月初，當 BTC 交易價格在 60,000 美元至 70,000 美元區間時，AMP 購買了比特幣。雪萊表示，這項投資是多元化策略的一部分，該策略因其「勢頭和人氣」而支持比特幣。

Other major funds have announced they will not be following suit despite AMP’s pioneering investment.

儘管 AMP 進行了開創性投資，但其他主要基金已宣布不會效仿。

Bitcoin has no place in the Australian economy, according to critics such as Reserve Bank governor Michele Bullock. He also shared concerns regarding Bitcoin’s stability and its lack of yield production stating that it’s unsuitable for retirement funds.

儲備銀行行長米歇爾·布洛克等批評人士表示，比特幣在澳洲經濟中沒有地位。他也對比特幣的穩定性及其缺乏收益率表示擔憂，稱其不適合退休基金。

Pension and retirement funds across the world have been seeking exposure to Bitcoin off-lately, especially with the launch of regulated investment products such as spot Bitcoin ETFs.

世界各地的退休基金和退休基金最近一直在尋求投資比特幣，特別是隨著現貨比特幣 ETF 等受監管投資產品的推出。

US states like Florida and Jersey City are already considering this option.

美國佛羅裡達州和澤西城等州已經在考慮這種選擇。

Since the launch earlier this year in January, spot bitcoin ETF demand has shot up to the roof. BlackRock’s iShares Bitcoin Trust ETF (IBIT) has been leading the pack with its assets under management crossing $50 billion.

自今年一月推出以來，現貨比特幣 ETF 需求飆升。貝萊德 (BlackRock) 的 iShares 比特幣信託 ETF (IBIT) 一直處於領先地位，其管理的資產超過 500 億美元。

BlackRock Recommends 1-2% Exposure to Bitcoin

貝萊德建議持有 1-2% 的比特幣

With BlackRock’s IBIT getting massive inquiries, the world’s largest asset manager went to make an official recommendation for seeking exposure to Bitcoin.

隨著貝萊德的 IBIT 受到大量詢問，全球最大的資產管理公司開始正式推薦尋求投資比特幣。

As it has become known, BlackRock released a new report recommending a 1-2% allocation to Bitcoin ETFs, marking the first time the firm has provided a specific figure for exposure to the cryptocurrency. This recommendation comes in response to a high volume of client inquiries about how much to allocate to Bitcoin and its associated ETF, IBIT.

眾所周知，貝萊德發布了一份新報告，建議將 1-2% 的資金分配給比特幣 ETF，這標誌著該公司首次提供了加密貨幣曝險的具體數字。這項建議是為了回應大量客戶詢問應分配多少比特幣及其相關 ETF IBIT。

The report suggests that a 1-2% Bitcoin exposure could be appropriate for a diversified portfolio. It also offers clients a structured approach to incorporating cryptocurrency into their investments.

該報告表明，1-2% 的比特幣曝險可能適合多元化投資組合。它還為客戶提供了一種將加密貨幣納入投資的結構化方法。

Interestingly, the BlackRock report goes on to mention that Bitcoin carries a risk profile comparable to that of the Magnificent Seven companies — Apple, Amazon, Tesla, Nvidia, Meta, Google, and Microsoft. The asset manager justified Bitcoin investments in the wake of rising geopolitical tensions, growing deficits, and the fragmentation of the global financial system, among other factors.

有趣的是，貝萊德的報告接著提到，比特幣的風險狀況與七家公司——蘋果、亞馬遜、特斯拉、英偉達、Meta、谷歌和微軟——相當。在地緣政治緊張局勢加劇、赤字增加以及全球金融體系碎片化等因素之後，該資產管理公司證明了比特幣投資的合理性。

Bhushan is a FinTech enthusiast and holds a good flair in understanding financial markets. His interest in economics and finance draw his attention towards the new emerging Blockchain Technology and Cryptocurrency markets. He is continuously in a learning process and keeps himself motivated by sharing his acquired knowledge. In free time he reads thriller fictions novels and sometimes explore his culinary skills.

Bhushan 是一位金融科技愛好者，對金融市場有著很好的了解。他對經濟和金融的興趣引起了他對新興區塊鏈技術和加密貨幣市場的關注。他不斷地處於學習過程中，並透過分享所學到的知識來保持自己的動力。在空閒時間，他會閱讀驚悚小說，有時還會探索自己的烹飪技巧。

Bhushan Akolkar on X

Bhushan Akolkar 在 X 上

Julia Sakovich on X

茱莉亞薩科維奇談《X》